As one can see in the weekly S&P 500 (SPX) chart below, the week started with significant upside stemming from the reality that headlines of POTUS and FLOTUS positive COVID-19 tests the previous week would result in a more favorable outcome. Fortunately, it appears that the Presidential Family has bounced back from bouts with COVID-19. In our discussions with Finom…
Many Investors Didn’t See This Coming: What’s Next?
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The Leuthold Group: Inflation: Bank Run Edition
Seth Golden, , Research Reports, 0
The non-seasonally adjusted headline CPI eased for an eighth consecutive month to 6.0% in February (Chart 1). The seasonally...
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State of The Market: History Provides a Guide
Seth Golden, , Research Reports, 0
Wayne and Seth tackle the macro-market issues of the day as the New Year takes shape. Take some time...
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Weekly State of the Market: Yield Boon, Tech/Growth Swoon
Seth Golden, , Research Reports, 0
“In this business, if you’re good, you’re right six times out of ten. You’re never going to be right...
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J.P. Morgan’s Marko Kolanovic: Remain Bullish
Seth Golden, , Research Reports, 0
A question facing most investors today is the outlook for equities, and more broadly market risk. This ties into...
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Nomura Quant Insights: Of macro hedge funds and year-end rallies
Seth Golden, , Research Reports, 0
CTAs’ net long position in USD/JPY cut by half from its recent peak Macro hedge funds may act on...
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Increased Liquidity Propels S&P 500 In Early 2019
Seth Golden, , Research Reports, 0
The S&P 500 (SPX) and its peer indices have had quite the bullish move off of the Christmas Eve...
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A Defensive Rally With A Dreaded Yield-Curve Inversion
Seth Golden, , Research Reports, 0
The equity markets are on a 3-week winning streak, which is hard to accept given the quarter still ended...
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Q1 2019 Earnings & Volatility Positioning
Seth Golden, , Research Reports, 0
One of the issues with suggesting that the S&P 500 (SPX) over reacted to a growth slowdown in Q4...
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